How to Send Proposals with Built-In Payment Links

Sending Proposals with Built-In Payment Links – A Smarter Workflow for Bookkeepers

Getting a “yes” from a new client should be the end of the sales process — not the beginning of paperwork chaos. But for many bookkeepers, closing a client means:

🔸 Writing a proposal
🔸 Creating a quote
🔸 Sending an invoice
🔸 Asking for payment
🔸 Drafting a contract

That’s five steps before you even start work.

What if you could send a proposal that includes all of that in one simple document — and get paid on the spot?

This blog covers how to send smart proposals with built-in payment links, using modern tools designed to save time and impress clients.

💡 What Are Proposals with Built-In Payment Links?

They are digital proposals or quotes that include:

🔹 Project or service details
🔹 Pricing summary
🔹 Accept/reject buttons
🔹 E-signature options (optional)
🔹 Direct payment links (Stripe, Square, etc.)

When your client receives this, they can approve, sign, and pay instantly — no back-and-forth needed.

🔧 Tools That Help Bookkeepers Send Smart Proposals

🔸 Stripe (Quotes + Payment Link)

• Create and send branded quotes

• Include a payment link for immediate payment

• Supports email delivery and approval tracking

🔸 Bonsai

• End-to-end solution: proposals, contracts, invoices, and payments

• Customise proposals for bookkeeping clients

• Integrate Stripe or PayPal for payments

🔸 PandaDoc or Better Proposals

• Build beautiful, interactive proposals

• Add pricing tables and “accept” buttons

• Embed Stripe or Square links directly

• Track views and acceptance in real time

🔸 Zapier + Gmail + Stripe (DIY Method)

• Send a Gmail proposal with a Stripe link

• Trigger an invoice or contract upon approval

• Ideal for low-volume or freelance setups

🪄 Real Example: Freelance Bookkeeper Using Stripe + Bonsai

Let’s say you offer monthly bookkeeping for $550/month.

Your client receives:

• A clean, branded proposal

• “Accept & Pay” button

• Contract + first month invoice generated

• Stripe handles secure payment and sends receipts

This entire flow can be triggered instantly — no paper trails or manual chasing required.

🔐 Why This Matters for Growing Bookkeeping Businesses

🔹 Reduces delays in onboarding new clients
🔹 Eliminates back-and-forth over quotes and invoices
🔹 Improves cash flow with faster payments
🔹 Makes you look far more professional — even if you’re just starting out

And it gives your clients confidence that you’re organised, tech-savvy, and easy to deal with.

🧭 Best Practices for Proposal + Payment Workflows

🔸 Always clearly outline your scope of work and what’s included
🔸 Use fixed-price services where possible for smoother proposals
🔸 Add a friendly intro and personal sign-off for trust
🔸 Include payment due dates and refund policies
🔸 Keep payment options easy (Stripe, Square, or bank transfer)

Final Word

Bookkeepers no longer need to chase paperwork. By sending proposals that include quotes, contracts, and payment links — all in one — you’ll speed up your client onboarding, reduce admin, and look more professional.

And the best part? These tools are affordable and easy to set up — whether you’re a solo bookkeeper or a growing practice.

Justwise Accounting supports bookkeepers and businesses in streamlining their quoting, contracting, and invoicing flows — helping them scale smarter with automation and clarity.